Novi AMS

Learn more about what it means when you see the message "There were issues saving the customer. Please correct and try again."

Editing Customer Records At The Same Time As Someone Else

Learn how to grant management access so that people are able to update their company's profile.

Granting Management Access to People Under Companies

Convert a record from a company to a person, or person to a company.

How To Change Company Records to People & People Records to Companies

How to resolve conflicts between member record (customer) names and employee names.

Error Message: Employee has the Same Name as a Customer

Learn how Novi AMS automatically deciphers whether a QuickBooks customer is a person or a company.

Converting QuickBooks Customer Records into People & Companies in Novi AMS

It is possible to find misspelled county names, counties from out of state(s) you serve, and other strange items in the County/Parish field.

Strange Data in the Member Record's Shipping County Drop Down Menu

Even for "small" changes, the Novi team will never quote less than 2 hours for a database script.

Salesforce.com: A Case Study for Why Database Scripts Take Time

Troubleshooting why you aren't finding data you're looking for in Novi.

Where did my data go in Novi?

Pete Zimek, CAE

Melisa Smith

Jenn Norman, CAE

Troubleshooting

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Association Management Software

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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